Broker Check
Ready for Retirement? Where Is the Market Headed? Are Alternative Investments Right for You? It May Be Time for a Financial Checkup

Kevin Feeney, RFP®

Providing Common Sense Financial Solutions

About My Practice

With approximately three decades of experience in the financial services industry I believe in making a difference in the lives of others. Whether it's by addressing retirement, college, long term care, or surviving a loss due to divorce or death of a loved one, I'll help you with the important decisions that can influence your financial future. 

I work with a diverse client base, and I treasure the many friendships that have been built over time.

We understand the many challenges of retirement today. For some it starts with budgeting, paying down debt, establishing a savings account, providing adequate insurances and trying to accumulate funds towards future goals.

For others a serious concern is having enough income to fund their retirement, this is where a focus on wealth strategies can help our clients achieve their goals.

We believe that today’s investment climate offers unprecedented challenges as well as opportunities. Our goal is to explore those with you and to help position your portfolio to fulfill your long-term objectives.

With so many different investment services available and each person’s circumstances being uniquely different, I’ve described the process as putting the pieces of a puzzle together for each client.

There are certainly risks in all investments, I can't take them away but what I can do is help you manage these risks.


 

 

 

 


 

 

 

 

 

 

 

 

 

Helpful Content

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.